Expat Financial Advice in Italy from Gareth Horsfall of the Spectrum IFA Group
Gareth has been living in Italy for the last 7 years and lives in Rome with his Italian wife, Shahla, and their son. He provides his clients with an in depth understanding of the cross over between local and International tax planning structures. Gareth has an eye for detail and this, coupled with the changing tax laws in Italy, means he keeps his clients up to date with the most tax efficient management of their incomes and assets at all times. He has been a financial services professional since 1999 and has been working with Expatriates and the International community in Italy since 2004.
Fees
There are no consulting fees for providing you with advice or ongoing service. The Spectrum Group receives industry-standard arrangement fees directly from the financial institutions with whom we place our clients’ business - not directly from our clients.
Clients
Gareth’s client’s typically range from those who invest a few hundred euro’s a month (or currency equivalent) through to those people who has several millions invested with him. Generally, his clients fall into one of two categories. They either have capital and are looking for a better and more tax efficient return for their money or they have disposable income and want to do something sensible with it.
His clients tend to be resident in Italy on a permanent basis, although he works with people who are resident for only part of the year. He also ensures that those clients who have to relocate to another country for personal or work reasons are provided with a continuous and reliable service. His clients are people who have busy work and/or social lives, are often involved in their communities in which they live, and can see the benefit of working with a financial professional to help them plan, protect and build their assets in a sensible way.
Ultimately, they are looking for someone who is resident in Italy, understands the Italian financial system and provides a continuous and reliable service.
Gareth pride’s himself on delivering a very high level of customer service and communication for his client’s.
Qualifications Professional Memberships
Professional qualifications include the Chartered Insurance Institute (CII) Full Financial Planning Certificate, the Chartered Insurance Institute (CII) Diploma of Financial Planning, DFPC (Investments principles, markets and environment), Institute of Financial Services (CIB Level 3 Certificate in Mortgage Advice and Practice)
Gareth’s Story: A story of Profit and Loss Service What his clients say about him FAQ
Gareth Horsfall
Tel: +39 333 649 2356 email: gareth.horsfall@spectrum-ifa.com
Post: Viale Trastevere, 227 B/2a, 00153 Roma, Italia
Investments Pension Planning QROPS Inheritance Tax Planning Mortgages Currency Exchange
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